Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rbb Fund Trust (FEGE)

193 + Investors. Track Smart Money conviction in FEGE. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
7Q ▲
Buyers last Q
78%

Smart Money Signals — FEGE

Based on 193 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added FEGE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
193 hedge funds hold FEGE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +172% more funds vs a year ago

fund count last 6Q
+122 new funds entered over the past year (+172% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 78% buying

150 buying43 selling
Last quarter: 150 funds were net buyers (35 opened a brand new position + 115 added to an existing one). Only 43 were sellers (28 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 36 → 43 → 44 → 35. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 54% entered in last year

1% conviction (2yr+) 46% medium 54% new
Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~35 new funds/quarter

40 → 36 → 43 → 44 → 35 new funds/Q
New funds entering each quarter: 36 → 43 → 44 → 35. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 85% of holders entered in last year

1% veterans 14% 1-2yr 85% new
Of 193 current holders: 165 (85%) entered in the past year, only 1 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
13 of 193 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FEGE

In 2026 Q2, 150 hedge funds were net buyers of FEGE (35 opened a new position, 115 added to an existing one), while 43 reduced or exited (28 trimmed, 15 sold completely) — a 78% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in FEGE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 193.

Hedge Fund Ownership: FEGE

How many hedge funds hold FEGE — quarterly history vs. share price
Quarterly hedge fund ownership of FEGE vs. share price

Market Analysis: FEGE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FEGE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Rbb Fund Trust (FEGE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FEGE has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 85d ago
FEGE
+6.1%
SPY
+3.3%

FEGE outperformed SPY by +2.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 40d ago
FEGE
-1.3%
SPY
-0.7%

Since the filing became public, FEGE outperformed SPY by -0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 4 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: FEGE
193 + Investors

Track Smart Money conviction in FEGE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 193 173 11.56%
13F Shares 31M 23M 34.15%
Total Value $1.49B $1.07B 40.2%
New Positions 35 44 -9
Increased Positions 115 99 +16
Closed Positions 15 9 +6
Reduced Positions 28 19 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FEGE

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Institutional Holders (2026 Q2)

193 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FEGE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FEGE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Provident Living Financial Services, Inc. 10.95% 227,144 $11.1M
2 LifeGoal Investments, LLC 7.58% 338,466 $16.6M
3 MN Wealth Advisors, LLC 6.16% 295,720 $14.5M
4 NBZ Investment Advisors LLC 4.98% 261,301 $12.8M
5 Legacy CG, LLC 3.85% 307,601 $15.0M
6 Advance Capital Management, Inc. 2.53% 1,598,249 $78.2M
7 Cedrus Wealth Group LLC 1.73% 40,539 $2.0M
8 Frontier Asset Management, LLC 1.64% 186,874 $9.1M
9 KWB Wealth 1.61% 385,710 $18.9M
10 Focused Alpha, LLC 1.52% 121,095 $5.9M
11 Lighthouse Wealth Management Inc. 1.25% 41,202 $2.0M
12 Nautilus Advisors LLC 1.21% 41,207 $2.0M
13 Fortress Private Ledger, LLC 0.86% 64,935 $3.2M
14 Novem Group 0.83% 167,496 $8.2M
15 Mesirow Financial Investment Management, Inc. 0.82% 1,064,859 $52.1M
16 NavPoint Financial, Inc. 0.81% 44,490 $2.2M
17 Everest Financial Group LLC 0.74% 111,614 $5.5M
18 Alchemi Wealth, LLC 0.71% 31,058 $1.5M
19 Allegheny Financial Group 0.65% 125,647 $6.1M
20 Cornerstone Advisory, LLC 0.65% 159,032 $7.8M
21 Compass Ion Advisors, LLC 0.64% 150,613 $7.4M
22 Midwest Financial Group LLC 0.63% 36,437 $1.8M
23 Clg LLC 0.62% 57,755 $2.8M
24 Equitable Trust Co 0.60% 296,087 $14.5M
25 Pettinga Financial Advisors LLC 0.60% 76,223 $3.7M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Rbb Fund Trust (FEGE)

What does the Smart Money Trend signal show for FEGE?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added FEGE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FEGE?

More buyers than sellers — 78% buying: Last quarter: 150 funds were net buyers (35 opened a brand new position + 115 added to an existing one). Only 43 were sellers (28 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FEGE holders?

Strong quality — 35% AUM from major funds: 13 of 193 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FEGE?

Mostly new holders — 54% entered in last year: Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Rbb Fund Trust (FEGE) following the 2026 Q2 hedge fund 13F filings?

As of today, FEGE has moved -1.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (June 30, 2026), FEGE has gained +6.1% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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